+0.9%
MMI price history and return analytics
+221.8%
-220.8%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.3% | +2.0% | +2.0% |
| 7D | -11.1% | +2.4% | -13.5% | -13.6% |
| 30D | -9.9% | -1.5% | -8.4% | -8.7% |
| 3M | -21.7% | -4.1% | -17.6% | -18.3% |
| 6M | -15.6% | +0.6% | -16.2% | -17.0% |
| YTD | -8.0% | +11.0% | -19.1% | -19.6% |
| 1Y | -14.2% | +13.3% | -27.5% | -26.9% |
| 3Y | -13.3% | +73.4% | -86.7% | -54.7% |
| 5Y | -43.7% | +57.4% | -101.1% | -66.8% |
| All | +0.9% | +221.8% | -220.8% | -72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling